Brian joined Bradford Allen in 2022 as Director of Financial Planning & Analysis (FP&A), bringing more than 15 years of experience in financial management, analysis, and strategic planning. In his role, he oversees the firm’s financial operations and leads the budgeting, consolidated reporting, and performance management processes. Brian collaborates closely with senior leadership, asset management, capital markets, acquisitions, and accounting teams to deliver actionable insights that guide strategic decision-making. He also manages all aspects of lender covenant reporting and compliance, ensuring full adherence to loan requirements and providing leadership with clear visibility into covenant performance across all debt-financed assets.

Before joining Bradford Allen, Brian served as Director of Finance at Wolters Kluwer, where he acted as a strategic finance partner to the leadership team of the Clinical Surveillance, Compliance & Data Solutions Health Business Unit. His earlier experience includes senior finance and analytics roles at Allstate Insurance and Walgreens.

Brian holds a Bachelor of Science in business administration from the University of Illinois, with a concentration in entrepreneurship. Outside of work, he enjoys spending time with his wife and two young sons and is an avid golfer and hockey player.